We saw the report named Quota Attainment on Sales Analytics. However, the report is not customizeable. Also, the tabular report which we see for this report is unavailable when we add it to any of our dashboard.
The tabular report is what we want to see. It gives a clear indication of Quota Attainment, Goals and To Go numbers for sales reps.
+1 yes!
Just want to see a MoM attainment graph and table, please.
The rigidity of the sales analytics reports as a whole is a seriously fatal flaw, especially on quota attainment and forecasting - this entire section of tools is almost useless to all of our stakeholders because we aren’t able to apply basic filters like “this fiscal year”, meaning we have to break it down quarter to quarter and hold 4 charts to even attempt a holistic view of our fiscal year.
Even once we’ve broken it into quarters, we have to over-label everything so that our viewers don’t get confused when they see a chart with the date setting “Q1” when we operate in FY and are actually in our Q3.